Joshua Edward Weiss
Investment Adviser Representative at Compass Planning Associates, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Edward Weiss is an investment adviser representative with Compass Planning Associates, Inc. in Dover, NH, where they have been registered since 2020. They have worked in the securities industry since 2018 and were previously registered with Fidelity Brokerage Services LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Hampshire and Texas.
Registrations & licenses
- Investment adviser:
- New Hampshire, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wentworth Country ClubMay 2017 – Aug 2017Rye, NH
- Fidelity Brokerage Services LLCJun 2018 – Jan 2020Merrimack, NH
- Liberty Mutual Insurance CompanySep 2017 – Apr 2018Dover, NH
- Bond UniversityJan 2017 – Apr 2017Robina
- University of New HampshireSep 2014 – May 2018Durham, NH
- Compass Planning Associates, IncJan 2020 – no end date reportedBoston, MA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Compass Planning Associates, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Dover, NH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Edward Weiss has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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